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Ironwood Wealth Management (West Virginia)’s iShares US Regional Banks ETF IAT Stock Holding History

Ironwood Wealth Management (West Virginia)’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-150
Closed -$9K – 28
2021
Q2 		$9K Hold
150
– – 0.01% 30
2021
Q1 		$9K Buy
150
+100
+200% +$5.29K 0.01% 24
2020
Q4 		$2K Buy
+50
New +$2.02K ﹤0.01% 30

Other funds holding IAT

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s IAT Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares US Regional Banks ETF (IAT) in Q3 2021, closing a stake of 150 shares — an estimated $9K sold.

Ironwood Wealth Management (West Virginia) first reported a position in IAT in Q4 2020 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining iShares US Regional Banks ETF position as of Q3 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 150 iShares US Regional Banks ETF shares in Q3 2021, an estimated $9K.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares US Regional Banks ETF in Q4 2020 and held it in 3 quarters.
  • Ironwood Wealth Management (West Virginia)'s iShares US Regional Banks ETF position peaked at $9K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.